Sigma Planning Corp Purchases in Q1 2025

Sigma Planning Corp

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PBR
Petrobras Petroleo Brasileiro Sa

Energy
62.4K
+ 282.28%
$12.61 - $14.92 $787K - $931K
84.5K $1.21M
GE
General Electric CO

Industrials
1.5K
+ 8.1%
$168.59 - $212.13 $254K - $319K
20.1K $4.02M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
15K
+ 18.34%
$62.72 - $71.92 $939K - $1.08M
96.6K $6.09M
AGI
Alamos Gold Inc

Basic Materials
33.1K
New
$18.69 - $26.74 $618K - $885K
33.1K $884K
SFL
Sfl Corp Ltd.

Industrials
110K
+ 803.76%
$8.11 - $11.12 $891K - $1.22M
124K $1.01M
VPU
Vanguard Utilities ETF

ETFs
4.5K
+ 35.6%
$161.24 - $173.33 $725K - $779K
17.1K $2.92M
JPM
Jpmorgan Chase & CO

Financial Services
1.67K
+ 2.36%
$225.19 - $279.95 $377K - $469K
72.6K $17.8M
ARIS
Aris Water Solutions, Inc.

Utilities
25.1K
New
$23.34 - $33.33 $586K - $836K
25.1K $803K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
11.3K
New
$63.07 - $73.5 $715K - $833K
11.3K $795K
RDVY
First Trust Rising Dividend Ac

ETFs
14.8K
+ 10.94%
$57.22 - $63.39 $847K - $938K
150K $8.79M
MO
Altria Group, Inc.

Consumer Defensive
4.15K
+ 6.12%
$50.81 - $60.02 $211K - $249K
72K $4.32M
BNDX
Vanguard Total International B

ETFs
16.6K
+ 9.92%
$48.33 - $49.5 $801K - $820K
184K $8.96M
KO
Coca Cola CO

Consumer Defensive
107
+ 0.13%
$60.81 - $72.32 $6.51K - $7.74K
80.2K $5.75M
LYB
Lyondell Basell Industries N.V.

Basic Materials
11.1K
+ 197.22%
$69.82 - $78.67 $772K - $870K
16.7K $1.17M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
8.71K
+ 30.67%
$34.58 - $45.97 $301K - $400K
37.1K $1.71M
LRN
Stride, Inc.

Consumer Defensive
5.43K
+ 219.96%
$106.34 - $142.28 $578K - $773K
7.9K $999K
IBHG
Ishares Tr Ibonds 2027 Term Hi
33K
New
$22.21 - $22.56 $734K - $746K
33K $737K
JEPI
J P Morgan Exchange Traded Fd

ETFs
14K
+ 6.57%
$56.17 - $59.71 $787K - $836K
227K $13M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
10K
+ 77.19%
$66.3 - $74.17 $665K - $744K
23K $1.6M
MDT
Medtronic PLC

Healthcare
3.4K
+ 8.53%
$79.84 - $94.5 $272K - $322K
43.3K $3.89M
TOST
Toast, Inc.

Technology
20.9K
New
$32.61 - $41.98 $682K - $878K
20.9K $693K
AEM
Agnico Eagle Mines LTD

Basic Materials
6.38K
New
$79.66 - $108.41 $508K - $692K
6.38K $691K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.65K
+ 17.66%
$100.32 - $100.76 $667K - $670K
44.3K $4.46M
IWN
Ishares Russell2000 Val ETF

ETFs
4.81K
+ 128.13%
$149.27 - $169.4 $719K - $815K
8.57K $1.29M
TT
Trane Technologies PLC

Industrials
2.47K
+ 47.86%
$332.0 - $400.86 $819K - $989K
7.62K $2.57M
CGGR
Capital Group Growth ETF Shs C

ETFs
22.3K
+ 58.57%
$33.98 - $39.84 $756K - $886K
60.2K $2.06M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.25K
+ 24.94%
$360.07 - $417.26 $1.17M - $1.36M
16.3K $5.88M
XLV
Select Sector Spdr Fund Health

ETFs
1.02K
+ 1.73%
$137.61 - $149.68 $140K - $152K
59.6K $8.71M
RTX
Raytheon Technologies Corp

Industrials
883
+ 2.85%
$114.1 - $135.66 $101K - $120K
31.9K $4.22M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
14.5K
+ 29.24%
$42.38 - $43.28 $615K - $628K
64.1K $2.73M
ROKU
Roku, Inc

Communication Services
9.07K
+ 101.47%
$67.36 - $99.07 $611K - $898K
18K $1.27M
POWL
Powell Industries Inc

Industrials
3.53K
New
$155.56 - $311.38 $549K - $1.1M
3.53K $601K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.2K
+ 36.63%
$97.25 - $104.79 $506K - $545K
19.4K $2.01M
STT
State Street Corp

Financial Services
6.6K
New
$84.47 - $102.23 $557K - $675K
6.6K $590K
WELL
Welltower Inc.

Real Estate
2.72K
+ 43.26%
$124.05 - $156.86 $337K - $426K
8.99K $1.38M
AMP
Ameriprise Financial Inc

Financial Services
1.26K
+ 277.65%
$472.29 - $575.13 $593K - $722K
1.71K $826K
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
23.8K
+ 82.31%
$18.47 - $21.01 $440K - $500K
52.8K $1.11M
IYW
Ishares Dj Us Tech ETF

ETFs
8.49K
+ 26.34%
$140.44 - $166.79 $1.19M - $1.42M
40.7K $5.72M
GXG
Global X Msci Colombia

ETFs
20.9K
New
$23.24 - $28.07 $487K - $588K
20.9K $575K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
10.2K
+ 21.07%
$25.2 - $68.74 $258K - $704K
58.9K $1.74M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
13.5K
New
$40.67 - $48.92 $551K - $663K
13.5K $550K
PFE
Pfizer Inc

Healthcare
28.6K
+ 18.85%
$25.01 - $27.13 $714K - $775K
180K $4.56M
CPB
Campbell Soup CO

Consumer Defensive
15K
+ 51.85%
$37.29 - $42.04 $559K - $630K
43.9K $1.75M
FISV
Fiserv Inc

Technology
4.29K
+ 94.6%
N/A
8.82K $1.1M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
9.72K
+ 6.56%
$49.22 - $51.73 $479K - $503K
158K $7.98M
MCD
Mcdonalds Corp

Consumer Cyclical
321
+ 1.67%
$279.74 - $321.29 $89.8K - $103K
19.6K $6.12M
OUNZ
Van Eck Merk Gold Trust

ETFs
10.6K
+ 24.44%
$25.41 - $30.14 $270K - $320K
54.1K $1.63M
FOVL
Ishares Tr Focused Value Facto

ETFs
7.6K
New
$67.41 - $74.14 $513K - $564K
7.6K $529K
EXPE
Expedia Group, Inc.

Consumer Cyclical
3.14K
New
$157.11 - $206.52 $493K - $648K
3.14K $527K
Activity Summary
Buys All Purchases 689 New Holdings 131 Increased Positions 558 Sells All Sells 480 Reductions 480 Sold out 0 Options Calls 6 Puts 7
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